1y return+16.8%S&P 500 +20.9%
3y return+60.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $148 against $157 in the S&P 500.2
Metis Global Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BCIAbrdn Etfs | $305.5M | 6.9% | +11.2% |
| SGOLEtfs Gold Tr | $297.9M | 6.8% | +18.2% |
| NVDANvidia Corporation | $224.2M | 5.1% | −12.3% |
| PBUSInvesco Exch Traded Fd Tr II | $216.7M | 4.9% | +521.9% |
| AAPLApple Inc | $194.8M | 4.4% | −10.6% |
| MSFTMicrosoft Corp | $131.2M | 3.0% | −8.3% |
| AMZNAmazon Com Inc | $98.0M | 2.2% | −15.0% |
| GOOGLAlphabet Inc | $86.5M | 2.0% | −6.7% |
| GOOGAlphabet Inc | $84.9M | 1.9% | −12.2% |
| AVGOBroadcom Inc | $81.1M | 1.8% | −8.4% |
| TSLATesla Inc | $62.7M | 1.4% | −8.5% |
| METAMeta Platforms Inc | $56.2M | 1.3% | −9.7% |
| AMDAdvanced Micro Devices Inc | $55.0M | 1.2% | −12.9% |
| LLYEli Lilly & Co | $52.7M | 1.2% | −8.9% |
| MUMicron Technology Inc | $50.5M | 1.1% | +11.2% |
| WELLWelltower Inc | $47.7M | 1.1% | |
| PLDPrologis Inc. | $46.2M | 1.0% | −3.6% |
| EQIXEquinix Inc | $40.0M | 0.9% | −7.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $36.7M | 0.8% | −7.0% |
| JPMJpmorgan Chase & Co | $36.1M | 0.8% | −19.3% |
| EWCIshares Inc | $32.0M | 0.7% | New |
| VVisa Inc | $31.8M | 0.7% | −8.2% |
| BRK/BBerkshire Hathaway Inc Del | $30.0M | 0.7% | −13.0% |
| SPGSimon Ppty Group Inc New | $27.7M | 0.6% | +26.9% |
| DLRDigital Rlty Tr Inc | $26.1M | 0.6% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $224.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $22.0M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $81.1M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $19.4M |
| AMATApplied Matls Inc | December 31, 2021 | +359.5% | $23.5M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $52.7M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $55.0M |
| WELLWelltower Inc | December 31, 2021 | +164.6% | $47.7M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $86.5M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $84.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $6.0M
- CTRACoterra Energy Inc was $1.4M
- MKLMarkel Group Inc was $894K
- Sealed Air Corp NewCUSIP 81211K100 was $881K
- Hologic IncCUSIP 436440101 was $871K
- Carnival CorpCUSIP 143658300 was $842K
- FTSFortis Inc was $739K
- ITGartner Inc was $718K
- Thomson Reuters CorpCUSIP 884903808 was $628K
- HRLHormel Foods Corp was $575K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +8.0% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Metis Global Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1594916&type=13F-HR&dateb=&owner=include&count=40CIK 1594916
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1594916/000194104026000538/Filed August 10, 2026 · accession 0001941040-26-000538